Recorded 9/13/2016

Only millionaires need estate planning, right? Wrong! With the estate tax exclusion amount being at $5.43 million in 2015, a small minority of people require estate planning for transfer tax purposes. However, this does not mean that estate planning is no longer necessary. On the contrary, the focus of estate planning for the “average Joe” has shifted to income tax planning, properly disposing of your estate, and wealth preservation. This webinar will discuss how to recognize and plan for income tax and non-tax estate planning goals and planning techniques to accomplish those goals.

Kirsten Waldrip, JD, is an Associate Professor of Estate Planning and Taxation at the College For Financial Planning. Kirsten worked in private practice as an estate planning and administration attorney prior to joining the College. She graduated from Arizona State University with a Bachelor’s degree in Interdisciplinary Studies of Business and Communication and received her JD from Syracuse University College of Law. You can contact Kirsten at

Complexity Level: Intermediate